Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APO (Apollo Global Management, Inc.) | -10.82% | -0.16% | 23.95% | 19.66% | 27.86% | 21.59% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APO (Apollo Global Management, Inc.) | 03/30/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | -0.16 | 23.95 | 19.66 | 27.86 | 21.59 | NA | … | … | -10.82 | -11.12 | 79.87 | 49.44 | -9.59 | 53.25 | 8.00 | 106.46 | -22.03 | 85.29 | 37.31 | -29.34 | -15.97 | 112.39 | 54.43 | -28.57 |
| Sharpe Ratio | NA | -0.08 | 0.58 | 0.46 | 0.70 | NA | NA | … | … | -0.64 | -0.33 | 2.38 | 1.44 | -0.25 | 1.78 | 0.12 | 3.47 | -0.77 | 3.69 | 1.26 | -1.07 | -0.56 | 3.22 | 1.89 | -0.83 |
| Standard Deviation(%) | NA | 35.48 | 35.89 | 37.19 | 37.71 | NA | NA | … | … | 40.38 | 42.01 | 31.97 | 32.21 | 43.66 | 29.82 | 65.03 | 30.23 | 30.49 | 23.05 | 29.54 | 27.41 | 28.47 | 34.94 | 29.11 | 43.41 |
| Draw Down(%) | NA | 34.97 | 42.82 | 42.82 | 53.48 | NA | NA | … | … | 34.05 | 36.66 | 20.87 | 23.07 | 35.55 | 13.72 | 53.48 | 13.03 | 35.76 | 11.69 | 18.55 | 38.05 | 37.04 | 20.41 | 27.37 | 47.11 |
| Yield(%) | 0.00 | 1.61 | 2.72 | 3.18 | 11.65 | 11.66 | 8.42 | … | … | 0.73 | 1.20 | 1.99 | 2.69 | 2.24 | 4.40 | 4.85 | 8.14 | 5.74 | 9.40 | 8.08 | 8.32 | 9.63 | 22.03 | 10.34 | 3.63 |
Data as of 06/05/2026, Common starting date is 03/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APO (Apollo Global Management, Inc.) |
-8.49%
Oct 2013 – Oct 2016 |
3.33%
Dec 2013 – Dec 2018 |
16.38%
Oct 2013 – Oct 2023 |
21.35%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APO (Apollo Global Management, Inc.) |
50.62%
Dec 2018 – Dec 2021 |
41.24%
Oct 2016 – Oct 2021 |
31.28%
Jan 2016 – Jan 2026 |
21.39%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart